Using the Simple People & Teams template to make changes in Teamgage

Using the Simple People & Teams Template to Make Bulk Changes In Teamgage

You will need to have an Admin profile to access this section of Teamgage. If you can't see that section, speak to your Teamgage Admin or contact our Support Team (support@teamgage.com).

To keep the People Data & Teams structure current you'll need to make changes in Teamgage. This may be because people have moved teams, you have new employees, or you've completed a restructure. If you're adding (or removing) a few team members at a time or simply updating details (Eg. a new email address), you want to check-out  User Management in Teamgage .

However, if you're making larger changes to your structure or "batch" changes (Eg. you upload changes once a month) the simple export is the way to go.

An overview of the process:
  1. Download team structure & people data from Teamgage (this will download a simple spreadsheet)
  2. Make changes in that downloaded spreadsheet
  3. Upload the updated/changed spreadsheet using the Secure File Upload
  4. Teamgage will validate your changes with the Import Preview
  5. Teamgage will publish the changes

1. Download team structure & people data from Teamgage

Please see the article How to Export your Users & Teams for this step.

2. Making changes using the Simple Export file

If you are making significant changes to your team structure & people data in Teamgage (Eg. after a whole organisation restructure), you can always contact our Support Team ( support@teamgage.com) so we can guide you through the best approach.

Adding a new user

1. Open the Users tab of the spreadsheet
2. Add a new row
3. Add in the new user's first name, surname, email & the team they're a member of*
4. Save the spreadsheet

*As a shortcut simply copy & paste of the TeamName from an existing user. It's really important the TeamName (and hierarchy of that team) is exactly the same as the others in that team.
Removing a user
1. Open the Users tab of the spreadsheet
2. Delete user row (or simple clear all contents of that row)
3. Save the spreadsheet

Edit a user's details
1. Open the Users tab of the spreadsheet
2. Find the user you want to update/edit
3. Make the change (Eg. Update the spelling of their surname)
4. Save the spreadsheet

Adding a new team
1. Open the Teams tab of the spreadsheet
2.  Add a new row
3. Add in the new Team's name, the hierarchy of that team**, and the email address for the Leader(s) that should have access to Dashboard Results for that team
4. Save the spreadsheet

**The position of the Team in your  hierarchy  is a really important step & must be exact. Copy and paste the TeamName from a Team in similar position in the  hierarchy , and then make name changes from there - rather than creating the line in full yourself.
Removing a team
1. Open the Teams tab of the spreadsheet
2. Delete team row (or simple clear all contents of that row)***
3. Save the spreadsheet

***It is really important you move all of Team members into a new team, before  you delete the team.

3. How to upload the file?

Once you've added your people & team hierarchy data into the template, simply upload it in the Teamgage Portal. We take data privacy & security very seriously - we'll never share this data over email. Learn how to securely upload data in Portal here.

4. How to complete the setup process?

If needed our team will run your data through our data converter so it is ready to import. Next we will run an import preview for you to check the team structure and team memberships are correct. Learn about the Import Preview here.
  1. Understanding the Simple People & Teams Template
  2. Uploading Your People & Teams Data File In Teamgage




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